iShares Russell 3000 Index shares owned by Keel Point
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Keel Point
from 13F filings
Historical chart of Keel Point investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Keel Point consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Keel Point
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $332k | 1.1k | 299.98 |
| 2023-12-31 | $303k | 1.1k | 273.78 |
| 2023-09-30 | $367k | 1.5k | 245.08 |
| 2023-06-30 | $381k | 1.5k | 254.50 |
| 2023-03-31 | $352k | 1.5k | 235.42 |
| 2022-12-31 | $1.4M | 6.6k | 220.68 |
| 2022-09-30 | $1.3M | 6.4k | 206.98 |
| 2022-06-30 | $1.6M | 6.4k | 243.87 |
| 2022-03-31 | $1.7M | 6.4k | 262.35 |
| 2021-12-31 | $1.8M | 6.4k | 277.54 |
| 2021-09-30 | $1.9M | 7.4k | 254.85 |
| 2021-06-30 | $1.9M | 7.5k | 255.96 |
| 2021-03-31 | $2.5M | 10k | 237.23 |
| 2020-12-31 | $3.1M | 14k | 223.57 |
| 2020-09-30 | $2.7M | 14k | 195.70 |
| 2020-06-30 | $2.6M | 15k | 180.06 |
| 2020-03-31 | $871k | 5.9k | 148.28 |
| 2019-12-31 | $1.1M | 5.9k | 188.42 |
| 2019-09-30 | $1.0M | 5.9k | 173.76 |
| 2019-06-30 | $1.0M | 5.9k | 172.36 |
| 2019-03-31 | $941k | 5.6k | 166.70 |
| 2018-12-31 | $774k | 5.3k | 146.92 |
| 2018-09-30 | $907k | 5.3k | 172.24 |
| 2018-06-30 | $854k | 5.3k | 162.20 |
| 2018-03-31 | $793k | 5.1k | 156.26 |
| 2017-12-31 | $803k | 5.1k | 158.23 |
| 2017-09-30 | $758k | 5.1k | 149.36 |
| 2017-06-30 | $731k | 5.1k | 144.04 |
| 2017-03-31 | $710k | 5.1k | 139.90 |
| 2016-12-31 | $675k | 5.1k | 133.00 |
| 2016-09-30 | $651k | 5.1k | 128.28 |
| 2016-06-30 | $629k | 5.1k | 123.94 |
| 2016-03-31 | $613k | 5.1k | 120.79 |
| 2015-12-31 | $615k | 5.1k | 120.33 |
| 2015-09-30 | $582k | 5.1k | 113.87 |
| 2015-06-30 | $648k | 5.1k | 126.79 |
| 2015-03-31 | $633k | 5.1k | 123.85 |